Allworth Financial’s First Hawaiian FHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $73.9K | Buy |
2,998
+233
| +8% | +$6K | ﹤0.01% | 2056 |
|
|
2025
Q4 | $70K | Buy |
2,765
+693
| +33% | +$17.2K | ﹤0.01% | 1973 |
|
|
2025
Q3 | $51.4K | Buy |
2,072
+1,262
| +156% | +$31.9K | ﹤0.01% | 2084 |
|
|
2025
Q2 | $20.2K | Buy |
810
+94
| +13% | +$2.2K | ﹤0.01% | 2516 |
|
|
2025
Q1 | $16.5K | Buy |
716
+210
| +42% | +$5.47K | ﹤0.01% | 2190 |
|
|
2024
Q4 | $13.3K | Buy |
506
+95
| +23% | +$2.44K | ﹤0.01% | 2323 |
|
|
2024
Q3 | $9.52K | Buy |
411
+44
| +12% | +$1.03K | ﹤0.01% | 2280 |
|
|
2024
Q2 | $8.91K | Sell |
367
-2
| -0.5% | -$42 | ﹤0.01% | 2268 |
|
|
2024
Q1 | $8.1K | Hold |
369
| – | – | ﹤0.01% | 2196 |
|
|
2023
Q4 | $8.44K | Sell |
369
-38
| -9% | -$742 | ﹤0.01% | 2049 |
|
|
2023
Q3 | $7.35K | Buy |
407
+113
| +38% | +$2.18K | ﹤0.01% | 1957 |
|
|
2023
Q2 | $5.29K | Buy |
294
+242
| +465% | +$4.44K | ﹤0.01% | 2072 |
|
|
2023
Q1 | $1.07K | Sell |
52
-25
| -32% | -$630 | ﹤0.01% | 2641 |
|
|
2022
Q4 | $2K | Buy |
77
+47
| +157% | +$1.21K | ﹤0.01% | 2245 |
|
|
2022
Q3 | $1K | Buy |
30
+23
| +329% | +$579 | ﹤0.01% | 2369 |
|
|
2022
Q2 | $0 | Sell |
7
-46
| -87% | -$1.15K | ﹤0.01% | 2519 |
|
|
2022
Q1 | $1K | Sell |
53
-1,177
| -96% | -$34K | ﹤0.01% | 1924 |
|
|
2021
Q4 | $34K | Buy |
1,230
+12
| +1% | +$335 | ﹤0.01% | 943 |
|
|
2021
Q3 | $36K | Buy |
1,218
+18
| +2% | +$500 | ﹤0.01% | 861 |
|
|
2021
Q2 | $34K | Buy |
1,200
+400
| +50% | +$11.2K | ﹤0.01% | 711 |
|
|
2021
Q1 | $22K | Buy |
800
+200
| +33% | +$5.37K | ﹤0.01% | 761 |
|
|
2020
Q4 | $14K | Buy |
+600
| New | +$12K | ﹤0.01% | 751 |
|
Other funds holding FHB
VPM
VCM
